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Eastern Bankshares shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Eastern Bankshares (EBC) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Eastern Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Eastern Bankshares held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eastern Bankshares by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 132k 16.39
2020-12-31 $405k 25k 16.31

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Eastern Bankshares

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Investment Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
First Trust Advisors
Jennison Associates
Henderson Group
Brown Advisory Holdings Incorporated
William Blair Investment Management
Massachusetts Financial Services
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Eastern Bankshares